Scheme Overview
DSP Focused Fund - Regular Plan - Growth
(Erstwhile DSP BlackRock Focus 25 Fund - Regular Plan - Growth)
Category: Equity: Focused |
Launch Date: 10-06-2010 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 0.0% As on ( 30-04-2025) |
Status: Open Ended for subscription |
Minimum Investment: 100.0 |
Minimum Topup: 100.0 |
Total Assets: 2,576.29 Cr As on ( 30-05-2025) |
Turn over: 43 |
54.263
0.32 ( 0.5805% )
11.89%
NIFTY 500 TRI12.54%
PERFORMANCE of DSP Focused Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 24-06-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
DSP Focused Fund - Regular Plan - Growth | 6.67 | 23.02 | 20.65 | 11.97 | 11.89 |
NIFTY 500 TRI | 4.6 | 21.29 | 23.41 | 14.12 | 12.54 |
Equity: Focused | 5.03 | 21.08 | 22.05 | 13.52 | 16.35 |
Yearly Performance (%)
Fund Managers
Mr. Vinit Sambre, Mr. Bhavin Gandhi
Investment Objective
The primary investment objective of the Scheme is to generate longterm capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be achieved.
RETURNS CALCULATOR for DSP Focused Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of DSP Focused Fund - Regular Plan - Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
DSP Focused Fund - Regular Plan - Growth | 14.04 | 0.9 | 1.78 | 0.97 | - | - |
Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION of DSP Focused Fund - Regular Plan - Growth
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 6.67 | 24.57 | 23.02 | 20.65 | 11.97 |
ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 11.18 | 28.2 | 26.78 | 26.25 | 14.84 |
Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 10.89 | 22.1 | 22.51 | 0.0 | 0.0 |
Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 10.11 | 23.06 | 22.19 | 20.78 | 12.14 |
HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 10.06 | 26.6 | 27.33 | 29.21 | 14.63 |
Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 8.91 | 14.66 | 14.01 | 19.69 | 0.0 |
Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 8.77 | 21.93 | 20.35 | 21.29 | 12.78 |
Invesco India Focused Fund - Growth | 08-09-2020 | 8.69 | 35.4 | 28.15 | 0.0 | 0.0 |
SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 8.42 | 19.36 | 19.08 | 20.05 | 14.61 |
LIC MF Focused Fund-Regular Plan-Growth | 13-11-2017 | 6.56 | 16.73 | 17.26 | 19.06 | 0.0 |